Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Enhance productivity and streamline operations by automating everyday tasks and ensuring precision and uniformity throughout your organization with Access Legal's case management software. Foster a culture of teamwork, adaptability, and efficiency, with the assurance that your team can operate from any location while your solution remains secure and ready for future challenges. By implementing Access Legal's case management system, you can significantly boost your efficiency. Reduce administrative burdens and empower your attorneys to focus on their core competencies, ultimately leading to improved outcomes for cases. The system allows you to save time at every stage—from setting up client files and tracking case time to sharing documents with clients—thereby increasing your billable hours, enhancing value, and providing top-notch client service. Quickly initiate client and matter setups by easily importing client information, ensuring precise data entry without the need for repetitive input, and transforming the way your firm operates.
Description
EstateWorks offers comprehensive case management and operational workflow software tailored for Trust & Estate law firms, banks, trust companies, and various fiduciary organizations. This platform enhances the estate settlement, administration, and planning processes by consolidating matter information, contact details, roles, workflows, tasks, deadlines, and financial documentation into a unified system. Users have the flexibility to create reusable checklist templates, delegate responsibilities by role, establish task dependencies, and customize tasks for specific cases. Additionally, the software features dashboards, calendars, alerts, and reporting tools that enable teams to monitor progress, manage deadlines, and assess workloads throughout the organization. EstateWorks also facilitates the generation of documents and forms, provides curated state probate forms, and enables data sharing with valuation and tax-preparation software. Designed to work in harmony with existing practice-management, billing, and fiduciary-accounting systems, it enhances overall operational efficiency in managing trust and estate matters. By streamlining these processes, EstateWorks helps users focus more on delivering value to their clients.
API Access
Has API
No
API Access
Has API
No
Integrations
CCH ProSystem fx
No
Case Crafter
Yes
InfoTrack
Yes
Lacerte
No
Thomson Reuters ONESOURCE
No
Integrations
CCH ProSystem fx
Yes
Case Crafter
No
InfoTrack
No
Lacerte
Yes
Thomson Reuters ONESOURCE
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$1,200/user/year
Standard users cost $1,200–$1,600 per user annually, based on user count; Notes users cost $600 annually. One-time setup, configuration and online training cost $3,000 for 1–5 users and $5,000 for 6–10 users, with larger teams priced by tier. Optional fees include curated state probate forms from $700 per state annually, data uploads typically $1,000–$5,000, and additional state settlement checklists for $1,000 each.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Access Group Legal
Country
United Kingdom
Website
www.theaccessgroup.com/en-gb/legal/software/case-management/
Vendor Details
Company Name
EstateWorks Systems
Founded
2012
Country
United States
Website
EstateWorks.com
Product Features
Legal Case Management
Billing Management
No
Calendar Management
No
Case Notes
No
Client Management
No
Communication Tracking
No
Conflict Management
No
Corporations
No
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
No
Expense Tracking
No
Government
No
Law Firms
No
Records Management
No
Task Management
No
Time Tracking
No
Trust Accounting
No
Product Features
Legal Case Management
Billing Management
No
Calendar Management
No
Case Notes
No
Client Management
No
Communication Tracking
No
Conflict Management
No
Corporations
No
Court Management
No
Discovery Management
No
Docket Management
No
Document Management
No
Expense Tracking
No
Government
No
Law Firms
No
Records Management
No
Task Management
No
Time Tracking
No
Trust Accounting
No